FAQ content

Creating a LibGuides dataset

In this article

Getting there

To create a new dataset, go to Admin > Manage Datasets and click the Add New Dataset button.

Navigating the the Manage Datasets page and adding a new dataset


1. Select Dataset Type

  1. Select LibGuides from the dataset type dropdown.
  2. Click the Next >> button to continue.

Selecting the dataset type


2. Describe Dataset

  1. Give your dataset a name.
  2. Optionally, add a brief description to help explain the purpose of the dataset (up to 255 characters).
  3. Click on the Next >> button to continue. At this point, your new dataset will be created. The following steps will allow you to configure it.

Describing the dataset


3. Define Permissions

  1. Who can define metadata and administer this dataset: this determines who can manage this dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. Each user with this permission will also be able to add and analyze records, as well.
  2. Who can add records to this dataset: this determines which users can add new records to the dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. This does not automatically give users the ability to analyze records.
  3. Who can use this dataset in analysis and dashboards: this determines who has the ability to analyze this dataset and use it in dashboards. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names.
  4. Click the Next >> button to continue. You can always edit this dataset later to modify your permissions.

Example of setting permissions for a dataset 


4. Set Up LibGuides Systems

  1. Click on the  Add new LibGuides System to this Dataset button.
  2. Enter a name for your system.
  3. Enter the Site ID number for your system. To find this:
    1. Log into your LibGuides site in a new window.
    2. Go to Admin > System Settings > General.
    3. You'll find this in the System ID field under System Information.
  4. Click the Add System button.
    • Click on the Close button to continue. 
    • LibInsight will fetch your past data in the background. You'll receive an email notification once this initial fetch is completed.
    • From that point on, LibInsight will automatically fetch the previous day's data each night.
    • If you run into any issues fetching, contact Springy Support and we'll take a look. :)
  5. Repeat the above steps to add additional systems to your dataset.

Screenshot of the Add New LibGuides System to this Dataset button

Example of adding a new LibGuides system 


Managing LibGuides systems

  1. Click on the Edit () button in the Actions column to modify a system's name.
  2. Click on the Delete () button in the Actions column to permanently remove a system and its data. This cannot be undone, so be careful!
  3. To add another system, click on the  Add New LibGuides System to this Dataset button.

Example of options for managing systems